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2,063 hedge funds and large institutions have $148B invested in Intuit in 2024 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 803 increasing their positions, 719 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 127

12% more repeat investments, than reductions

Existing positions increased: 803 | Existing positions reduced: 719

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

5% more funds holding

Funds holding: 1,9642,063 (+99)

3% more capital invested

Capital invested by funds: $144B → $148B (+$3.97B)

0.81% more ownership

Funds ownership: 82.98%83.79% (+0.81%)

19% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.01B

Holders
2,063
Holders Change
+99
Holders Change %
+5.04%
% of All Funds
27.17%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.78%
New
263
Increased
803
Reduced
719
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1126
Weatherly Asset Management
California
$986K +$9.59K +15 +1%
CBTWT
1127
Community Bank & Trust (Waco, Texas)
Texas
$985K -$1.92K -3 -0.2%
PHAM
1128
Palisades Hudson Asset Management
Florida
$982K
ATS
1129
Ashton Thomas Securities
New York
$979K +$25.6K +40 +3%
KWM
1130
Kingsview Wealth Management
Oregon
$977K -$13.4K -21 -1%
SA
1131
SRN Advisors
Pennsylvania
$972K +$99K +155 +11%
CSPIA
1132
Cary Street Partners Investment Advisory
Virginia
$967K -$14.3M -22,338 -94%
SVWAG
1133
Sound View Wealth Advisors Group
Georgia
$961K -$1.72M -2,692 -64%
WSCM
1134
Wellington Shields Capital Management
New York
$958K
NB
1135
NBT Bank
New York
$957K -$639 -1 -0.1%
FNBT
1136
FineMark National Bank & Trust
Florida
$948K +$17.3K +27 +2%
CB
1137
Chris Bulman
California
$946K -$9.59K -15 -1%
ARMT
1138
Amica Retiree Medical Trust
Rhode Island
$944K -$259K -405 -21%
IFWM
1139
Institute for Wealth Management
Colorado
$938K +$88.2K +138 +10%
VST
1140
Van Strum & Towne
California
$934K
TWP
1141
Tyche Wealth Partners
Texas
$932K +$948K +1,484 New
HIMC
1142
Heritage Investors Management Corp
Maryland
$932K -$42.8K -67 -4%
ST
1143
Smithfield Trust
Pennsylvania
$932K -$3.19K -5 -0.3%
FFBTD
1144
First Financial Bank - Trust Division
Ohio
$931K
PCG
1145
Prosperity Consulting Group
Maryland
$925K +$72.2K +113 +8%
QWM
1146
Quadcap Wealth Management
Texas
$924K +$80.5K +126 +9%
EB
1147
Eastern Bank
Massachusetts
$924K +$24.9K +39 +3%
LCGC
1148
Legacy Capital Group California
California
$923K -$31.3K -49 -3%
ANTB
1149
AMG National Trust Bank
Colorado
$921K +$37.1K +58 +4%
ZI
1150
ZEGA Investments
Florida
$912K +$974K +1,525 New

INTU Hedge Fund Activity: Q4 2024 in Review

2,063 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2024, worth a combined $148B — up 2.8% from $144B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new INTU positions and 127 closed out — a net gain of 136 holders — while 803 added to existing stakes and 719 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $913M. The largest seller was JP Morgan Chase, cutting an estimated $1.53B.

  • 2,063 institutional investors held Intuit (INTU) as of Q4 2024, up from 1,964 in Q3 2024.
  • Funds reported $148B of Intuit stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 263 funds opened new Intuit positions in Q4 2024 and 127 closed out, a net change of +136 holders.
  • The largest Intuit buyer in Q4 2024 was Viking Global Investors, an estimated $913M added.
  • The largest Intuit seller in Q4 2024 was JP Morgan Chase, an estimated $1.53B sold.

Based on aggregated 13F filings for Q4 2024.